A Retirement Allocation Starter Kit
Brian Huckstep of Morningstar Investment Management delves into the research and philosophy underpinning the Lifetime Allocation Indexes used in Christine Benz's model portfolios.
Note: We're refeaturing this video as part of Morningstar's January 2017 Guide to Saving for Retirement.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. It's Model Portfolio Week on Morningstar.com. Joining me to discuss Morningstar Investment Management's approach to asset allocation is Brian Huckstep--he is a senior portfolio manager for Morningstar Investment Management.